调研速递|金马游乐接待申万宏源等16家机构调研 具身智能业务多点布局 携手乐华娱乐等共建文旅科技生态
Xin Lang Cai Jing·2025-12-31 08:07

Core Insights - The company, Jinma Leisure, is transitioning from a single equipment supplier to an integrated solution provider in the cultural tourism technology ecosystem, focusing on "IP + technology + scenarios" [2] - The company signed multiple cooperation agreements with partners such as Lehua Entertainment and Beifeng Technology to enhance collaboration and strengthen the core components of the embodied intelligence industry chain [2] Group 1: Strategic Direction - Jinma Leisure is upgrading its strategy in the cultural tourism technology field, aiming to integrate technology, content, manufacturing, and scenarios through a "key connector" approach [2] - The company is focusing on two main areas: enhancing the core components of the embodied intelligence industry chain and integrating cultural tourism technology, entertainment IP, smart products, and channel resources [2] Group 2: Globalization and Production Capacity - The company has established brand recognition in Southeast Asia, the Middle East, Latin America, and the CIS markets, and is exporting to high-end markets in Europe and the United States [3] - Jinma Leisure is constructing a complete ecological closed loop from upstream components to downstream application scenarios, with three existing R&D production bases and two new bases planned [3] Group 3: Industry Opportunities - The company highlights that equipment renewal policies will support sightseeing and amusement facilities, which may accelerate domestic equipment replacement and present significant growth opportunities for the industry [4] - The company emphasizes its competitive advantages in embodied intelligence products, focusing on familiar cultural and tourism scenarios with a planned range of ten product series [4] Group 4: Future Outlook - Jinma Leisure aims to deepen collaboration with various parties to promote a systematic upgrade in the cultural tourism and entertainment industry, providing replicable ecological cooperation models [5]